See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,681 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,893 | $107,045-25.4% | $108,745-26.5% | $63,975+24.9% |
| Participation rate | 97.0% | 81.9%+15.1pp | 77.7%+19.4pp | 71.1%+25.9pp |
| Annual return | 8.53% | 18.14%-9.6pp | 46.22%-37.7pp | 48.65%-40.1pp |
| Employer contribution / active EE | $2,710 | $2,651+2.2% | $3,323-18.4% | $2,182+24.2% |
| Participant deferral / active EE | $5,730 | $4,292+33.5% | $5,121+11.9% | $3,356+70.7% |
| Admin fee / account holder | $19 | $67-71.2% | $6,144-99.7% | $70-72.5% |